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ENVESTNET ASSET MANAGEMENT INC: PEB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ENVESTNET ASSET MANAGEMENT INC on PEB, newest first. How the timeline and the estimate are built.

ENVESTNET ASSET MANAGEMENT INC held 590,825 PEB shares at 2026-06-30 per its 13F-HR/A filed 2026-09-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 590,825 shares
    Change vs previous 13F +6,802 shares

    <0.01% of the 13F portfolio, value $11,467,918.

    13F-HR/A 0001214659-26-011925 filed by ENVESTNET ASSET MANAGEMENT INC
    Accepted , ingested

  2. period ended2026-03-31
    13F 584,023 shares
    Change vs previous 13F -2,727 shares

    <0.01% of the 13F portfolio, value $7,376,207.

    13F-HR 0001214659-26-005464 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 586,750 shares
    Change vs previous 13F -59,681 shares

    <0.01% of the 13F portfolio, value $6,642,005.

    13F-HR 0001214659-26-001375 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 646,431 shares
    Change vs previous 13F -46,470 shares

    <0.01% of the 13F portfolio, value $7,362,848.

    13F-HR 0001214659-25-015924 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 692,901 shares
    Change vs previous 13F +91,769 shares

    <0.01% of the 13F portfolio, value $6,922,078.

    13F-HR 0001214659-25-011234 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 601,132 shares
    Change vs previous 13F +63,915 shares

    <0.01% of the 13F portfolio, value $6,089,463.

    13F-HR 0001214659-25-006567 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 537,217 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,279,288.

    13F-HR 0001214659-25-002500 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).